P ROF ILES
H A R R ISON FINA NCI A L SERV ICES
A R R I S O N F I N A NC I A L SERV IC E S (HFS)
is the premier financial pla nning a nd wea lt h management firm serving decision makers, aff luent families, private family offices, and foundations. The firm’s purpose is helping clients create a better plan for their life, legacy, and community. HFS’s team of 15 professionals, help develop a comprehensive financial plan which defines their most important goals while coordinating with their attorneys, accountants, and insurance and investment advisors. Adding another level of strength is HFS’s affiliation with
Nor t hwestern Mutua l bringing unpa ra lleled f inancial securit y and institutiona l resources built only with the clients’ best interest in mind. Creating a reliable retirement income stream is becoming increasingly difficult in today’s economic environment. This challenge centers on people living longer, the US experiencing record low interest rates and lower than expected returns in the equity markets, and these conditions are impacted by inflation and high taxes. HFS is able to mitigate these risks and help clients achieve their financial goals through integrated low-cost, tax-efficient solutions.
Omaha Magazine • 2018 |
Continuously developing personally and professionally is paramount to the team’s continued ability to serve the community and their clients at the highest capacity. With over 20 professional designations and graduate degrees, to include CFA®, CFP®, MBA, MSFS, CIMA®, CPWA®, RICP®, their team has an unmatched dedication to being a thought leader within the financial industry. Additionally, HFS is committed to giving back to the community. The United Way, Salvation Army, EO Nebraska, and Leukemia & Lymphoma Society are some of the great organizations for which the team volunteers.
Becoming the “Most Trusted Advisor” is HFS’s passion. Each client has a partner who will be with them as they build wealth, through their retirement years, and for the generations continuing the stewardship of their family’s legacy. Harrison Financial Services is a marketing name for Tim J. Harrison, a wealth management advisor with Northwestern Mutual. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI, and its subsidiaries.
9300 Underwood Ave., Suite 500 Omaha, NE 68114 402-891-2302 harrisonfinancialservices.com
2018 Best of Omaha Results Issue